Julian Geffon
Vice President - Etf Distribution @Franklin Templeton
Tampa, FL, US
EMAILS
j••••••••@franklintempleton.com
MOBILE NUMBERS
+17•••••••20
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WORK HISTORY
Feb 2018 — Present
Vice President - Etf Distribution @Franklin Templeton
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Tampa/St. Petersburg, FL, US
EDUCATION
N/A
St. Petersburg College
Business Administration and Management, General
N/A
Florida State University
Business Administration and Management, General
2017 — 2017
The Wharton School
Certified Investment Management Analyst® Educational Program
2000 — 2008
Admiral Farragut Academy
High School Diploma
SKILLS
Portfolio ConstructionNasd Series 6 LicenseCross SellingSeries 7MacroeconomicsHedge FundsInvestment ManagementFinanceRetirement PlanningSeries 63BankingAsset AllocationEtfsPortfolio OptimizationBusinessRelationship ManagementBusiness Relationship ManagementPortfolio ManagementPerformance MeasurementGeneral Securities Registered RepresentativeManagementLeadershipMutual FundsCustomer SupportSeries 6Financial ServicesInvestmentsCash ManagementCustomer ServiceAlternative InvestmentsSales
ABOUT JULIAN GEFFON
The views expressed are my own and not of Franklin Templeton. This material…
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